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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,511 | $167,522+108.0% | $151,639+129.8% | $134,532+159.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.02% | 7.81%-23.8pp | 3.34%-19.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,241 | $6,828-67.2% | $6,165-63.6% | $4,741-52.7% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,401+181.2% |
| Admin fee / account holder | $33 | $13,780-99.8% | $11,613-99.7% | $11,429-99.7% |